DANIEL JOSEPH SHEARMAN is an investment adviser representative (IAR) with state registration records since 2021, appearing at 5 firms. Currently registered with UMB FINANCIAL SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| UMB FINANCIAL SERVICES, INC. | 2025-11-14 | present | Yes |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2023-09-18 | 2025-04-30 | — |
| MULHOLLAND WEALTH ADVISORS, LLC | 2023-06-01 | 2023-08-24 | — |
| MARINER, LLC | 2022-09-30 | 2023-01-26 | — |
| CREATIVE PLANNING, LLC | 2021-12-01 | 2022-06-29 | — |